Protect Your Child’s Inheritance in a Second Marriage
The portion the surviving spouse can claim depends on the circumstances.
September 24, 2025
How Wealth is Distributed in Blended Families
This summer’s passing of Ozzy Osbourne was mourned by heavy metal fans and caught the attention of estate planning attorneys for lessons about how wealth is distributed among members of a blended family. Whether you liked his music or not, Osbourne left an estate estimated to be worth $230 million plus future royalties, reports a recent article from Think Advisor, “What Wealthy Families Can Learn From a Rock Star’s Estate.” There’s no estate battle for now. However, only time will tell if the Osbourne family faces issues like those of many blended families. There’s no simple playbook for these situations,…
September 2, 2025
Choosing the Right Estate Planning Attorney in Texas: Questions to Ask Before You Hire
When it comes to estate planning, choosing the right attorney can make all the difference. Your estate plan isn’t just about documents—it’s about protecting your
September 1, 2025
Common Reasons to Avoid Probate Court
Probate can tie up assets, create delays and drain estate value—many families benefit from planning around it.
August 7, 2025
Is Your Trust Vulnerable To Lawsuits?
Trusts are a powerful estate planning tool. However, they are not always immune to lawsuits—understanding the risks is key to protecting your legacy.
July 22, 2025
Using Life Insurance to Fund a Trust
Life insurance is more than a safety net – it can also be a tool to grow and protect wealth when paired with trust planning.
July 14, 2025
Using a Disclaimer Trust to Transfer Land
A widow wonders if it’s too late to fix an estate plan that made no provisions for their one farming son and isn’t sure how to manage the farmland.
July 7, 2025
How Do You Protect Your Child’s Inheritance in a Second Marriage?
Make sure that you have a will and up-to-date beneficiary designations on all of your bank accounts, life-insurance policies and brokerage accounts.
July 2, 2025
Pros and Cons of Testamentary Trusts
Testamentary trusts can offer control and protection for your heirs. However, they require court involvement and may not suit every estate plan.
June 18, 2025
What’s the Difference Between Estate and Trust Administration?
Though often confused, estate administration and trust administration involve distinct processes for managing and distributing assets after death, with different rules, responsibilities and timelines.
June 9, 2025